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TRI-Continental Corp
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Overview Fund Activity

125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.38M
2
RJA
2
Raymond James & Associates
Florida
$8.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.9M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.82M
5
TW
5
Transform Wealth
Colorado
$584K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.63M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.39M
4
BFS
4
Bard Financial Services
Connecticut
$15.9M
5
TCM
5
Tandem Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Stolper & Co
Oklahoma
$1.47M -$21.2K -826 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.39M +$47.6K +1,857 +4%
SFS
28
Shaker Financial Services
Virginia
$1.38M +$1.38M +53,962 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.09M +$8.23K +321 +0.8%
SP
30
Successful Portfolios
Florida
$833K -$18.8K -735 -2%
AW
31
Atlas Wealth
Ohio
$789K +$789K +30,802 New
WCM
32
Whitener Capital Management
North Carolina
$785K +$148K +5,762 +23%
HighTower Advisors
33
HighTower Advisors
Illinois
$764K +$13.2K +516 +2%
TF
34
TIAA FSB
Florida
$677K +$93.4K +3,644 +16%
AFG
35
Albion Financial Group
Utah
$653K – – –
AWG
36
Altus Wealth Group
Colorado
$630K +$8.84K +345 +1%
TW
37
Transform Wealth
Colorado
$584K +$584K +22,773 New
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$581K +$306K +11,942 +111%
LPL Financial
39
LPL Financial
California
$575K -$131K -5,105 -19%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$571K -$8.43K -329 -1%
KAS
41
Kestra Advisory Services
Texas
$556K -$142K -5,548 -20%
HWA
42
Heritage Wealth Advisors
Virginia
$556K – – –
JIC
43
Johnson Investment Counsel
Ohio
$453K -$17.6K -685 -4%
Citadel Advisors
44
Citadel Advisors
Florida
$452K +$452K +17,650 New
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$446K – – –
RIS
46
Retirement Income Solutions
Michigan
$443K +$443K +17,301 New
FPB
47
First PREMIER Bank
South Dakota
$425K – – –
CA
48
Cetera Advisors
Colorado
$425K +$9.66K +377 +2%
ANTB
49
AMG National Trust Bank
Colorado
$405K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$384K +$69.8K +2,726 +22%
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